Calendly Every plan

Booking links, booked from chat.

Share your Calendly links, see who's on your calendar, pull the form answers your invitees filled in, and cancel with a reason — without switching tabs. Six tools, one assistant, every scheduling workflow handled.

Talk to your calendar

Your reps, recruiters and CS team stop bouncing between Calendly and email.

You

“Send my 30-min intro link to alex@acme.example.”

Other Me

Link shared in an email draft, ready for you to send. Want me to copy the team's shared inbox?

You

“Who's booked into my calendar next week?”

Other Me

Seven bookings. Two are prospect calls (both from Example Ltd), three are customer-success check-ins, one is a partner intro, one is internal. Want details on any?

You

“What did Sarah say in the form answers for tomorrow's call?”

Other Me

Sarah from Globex Ltd. Company size: 200–500. Interested in: data governance for regulated industries. Main goal: evaluate alternatives to their current AI deployment. Sounds like a qualified prospect.

You

“Cancel Thursday's 3pm with a note: ‘Conflict with board meeting, will reschedule’.”

Other Me

Cancelled. Invitee notified with your reason. Want me to send a rebooking link?

Six tools covered

Get booking link

Pull your primary or team scheduling URL on demand.

List event types

Show all available booking pages (30-min intro, discovery, demo, etc.) so you pick the right one for the context.

List upcoming bookings

Configurable lookahead (default 14 days), with invitee name, email and event type.

Get booking details

Full invitee context including form answers — great for prep before a discovery call.

Cancel booking

Cancel with an optional reason string. Invitee gets notified automatically.

List cancelled bookings

See recent cancellations for your own records or pipeline hygiene.

SCRS data firewall

Prospect emails, pseudonymised

When you ask the assistant to summarise next week's bookings or pull an invitee's form answers, the names, email addresses and company references never reach the model in raw form. SCRS pseudonymises them before the call and rehydrates them client-side, so your rep sees the real details but the model sees tokens.

Helpful if your Calendly form asks for things like annual revenue, company size or decision-maker status — the kind of answers you don't want in someone else's training set.

  • Calendly Standard+ required. Calendly's API is gated to paid plans. We enforce plan checks at connect time so you're told up front.
  • Per-user OAuth. Each person's Calendly connection is separate. A rep can't see another rep's meeting notes.
  • Cancellation audit. Every cancel is logged with the reason and the user who triggered it — useful for CS teams tracking escalation patterns.
  • Offboarding revokes access. Deactivating a team member revokes their Calendly token in the same transaction.

Connect Calendly in two minutes

1

Click Connect on the Calendly card

Settings → Integrations. Business or Enterprise plan required on the Other Me side, Standard or higher on Calendly.

2

Authorise on Calendly

Sign in, approve the scheduled-event scopes, and return.

3

Ask about tomorrow

Type “who's on my calendar tomorrow and what did they say in the form?” and you're off.

Calendly integration: FAQs

Does this work with the free Calendly plan?

No. Calendly's API is restricted to Standard and above. We check your plan at connect time so you don't hit unexpected errors later. If you're on Free, upgrading Calendly is usually cheaper than building a workaround.

Can the assistant book meetings on behalf of invitees?

Calendly's API is read-heavy: create scheduled events must happen on the invitee's side via the link. We share the link, surface who's booked, and cancel — which covers 95% of what sales and CS teams need.

Does it read Calendly Routing Forms?

Yes. When an invitee fills in a Routing Form, their answers come through on get booking details. Useful for qualifying discovery calls before the rep picks up the conversation.

Does this work with team-level event types?

Yes. Team event types are listed alongside personal event types in list event types. If your team has round-robin or collective scheduling set up, we respect that routing.

Scheduling, answered in one sentence

7-day business trial. Connect Calendly in two minutes.